TRG ADVISORS, INC.

TRG ADVISORS, INC. of LAKEWOOD RANCH, FL is an SEC-registered investment adviser (CRD 297171). Regulatory assets under management: $547.7M.

Registration

• CRD: 297171
• SEC file number: 801-113776
• Type: Registered investment adviser
• Location: 8470 ENTERPRISE CIRCLE, SUITE 110, LAKEWOOD RANCH, FL, 34202
• Phone: 716-204-7610
• Latest filing: 2025-03-29
• Regulatory AUM: $547.7M
• Discretionary AUM: $100.9M
• Non-discretionary AUM: $446.7M
• Clients: 3
• Accounts: 206

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 297171 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search